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Entering Notes for Every Meeting

Why meeting notes are important, how Navatar automates meeting entry, how to enter meeting notes, and viewing/editing meeting notes.

Logging Emails in Navatar

How can I log an email from Outlook? Unlike Calendar Events, emails in Outlook must be manually synced with Navatar....

How to Create Follow-Up Tasks

Why is creating a follow-up important? During many of your meetings, you may come up with additional action items that...

How Items Get Multi-Tagged in Meeting Notes

Why multi-tagging is important to be able to access relevant information When you have conversations with bankers, executives, and advisors,...

How to Enter Meeting Notes

How Navatar automatically syncs with your Outlook Calendar to gather your meeting schedule Navatar syncs with your Outlook Calendar. This...

Why Are Meeting Notes Important?

Why it is important for everyone to enter meeting notes in Navatar? By centralizing meeting notes, you can identify patterns...